Sr. Accountant - Financial Reporting

Key Responsibilities:

Oversee preparation and review of financial statements, ensuring compliance with GAAP and regulatory requirements

Lead coordination and execution of external audits, serving as primary point of contact for audit requests

Plan and perform operational and financial audits, developing recommendations based on findings

Research and interpret accounting guidance; develop and enforce accounting policies and procedures

Review and approve journal entries, account reconciliations, accruals, and monthly close deliverables

Analyze balance sheet and income statement fluctuations, identifying root causes and trends

Support monthly consolidation of multiple entities and preparation of management reporting packages

Prepare board materials, annual audit reports, and quarterly financial reporting packages

Lead initiatives to enhance reporting processes, controls, and operational efficiency

Support ad hoc analysis, special projects, and cross-functional initiatives

Core Competencies (skills, knowledge and abilities):

Advanced knowledge of US GAAP and/or statutory accounting principles

Strong technical accounting research and interpretation skills

Proven ability to manage audits and maintain audit readiness

Advanced Excel skills (e.g., VLOOKUPs, pivot tables, data analysis)

Strong analytical and problem-solving capabilities

High attention to detail and accuracy in financial reporting

Effective communication skills with ability to interface with auditors and leadership

Ability to manage multiple priorities and meet tight deadlines

Independent thinker with strong ownership mindset and accountability

Required Qualifications:

Bachelor’s or Master’s degree in Accounting

Minimum of 5 years of accounting experience

Strong knowledge of US GAAP and/or statutory reporting

Experience supporting or leading external audit processes

Proficiency in Microsoft Excel and financial reporting tools

Experience reviewing financial statements, journal entries, and reconciliations

Preferred Qualifications:

Public accounting (audit/assurance) experience highly preferred

Active CPA license or progress toward certification

Experience with statutory reporting

Insurance industry experience (life, annuity, or related)

Experience working with multi-entity reporting structures

Experience managing audit-readiness and external audit coordination